Derek Lyght
Business Professional
Madison,United States
Summary
Business professional with 7+ years of experience as a Financial Advisor building a successful wealth management practice, totaling 300+ clients. Developed and managed client relationships while simultaneously planning key business initiatives, expanding sales strategies and managing overall business operations. Ready to bring proven skills and strong business acumen to a new opportunity.
Overview
8
8
years of professional experience
5
5
years of post-secondary education
Work History
Financial Advisor
Northwestern Mutual
Middleton, WI
04.2015 - 03.2022
- Drove business growth by developing new client relationships. Resulting in a practice of 300+ clients, consisting of individuals, families, and business owners.
- Provided ongoing wealth management and financial planning consultation, communicating complex financial concepts while making recommendations and influencing strategic changes to improve financial outcomes.
- Collaborated with product specialists to analyze strategies, evaluate market landscape, and support development of new financial products in effort expand reach and create new sales opportunities.
- Diligently tracked and analyzed business metrics and KPIs across multiple areas including sales, finance, operations, and marketing, resulting in data driven insights to establish best business practices and set production goals.
- Lead team of associate advisors to provide premier client service, managed team operations, continuously reviewed internal processes and implemented changes to improve operational efficiency.
- Mentored new advisors and interns by providing sales leadership and encouraging business initiatives to accelerate business development and promote successful results early in their career. Held weekly coaching sessions to evaluate performance and discussed practical sales strategies for achieving business goals.
Process Engineer
AxleTech
Oshkosh, WI
04.2014 - 04.2015
- Performed internal audits, monitoring processes and cross-functional operations, to identify and prioritize opportunities for improving systems and operational efficiency.
- Managed multiple projects, engaging with department leaders to understand production challenges while developing and implementing new systems.
- Supported business management team with development of budget plans and managed production expenses accordingly.
Education
Bachelor of Science - Economics, Financial Analysis
University of Wisconsin - Oshkosh
Oshkosh, WI 09.2010 - 05.2015
Skills
Leadership
Business Reporting
Project Management
Cross-functional Problem Solving
Sales
Financial Analysis
Financial Goal Planning
Time Management
Communication
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Financial Advisor
Northwestern Mutual
04.2015 - 03.2022
Process Engineer
AxleTech
04.2014 - 04.2015
Bachelor of Science - Economics, Financial Analysis
University of Wisconsin - Oshkosh
09.2010 - 05.2015